Atria Wealth Solutions’s FirstEnergy FE Stock Holding History

Atria Wealth Solutions’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,857	Closed	-$237K	–	1600
2025 Q1	$237K	Sell	5,857 -5,462	-48%	-$218K	﹤0.01%	1615
2024 Q4	$450K	Buy	11,319 +660	+6%	+$27.6K	﹤0.01%	1331
2024 Q3	$473K	Sell	10,659 -951	-8%	-$40K	0.01%	1276
2024 Q2	$444K	Buy	11,610 +5,285	+84%	+$205K	﹤0.01%	1301
2024 Q1	$244K	Sell	6,325 -785	-11%	-$29.4K	﹤0.01%	1698
2023 Q4	$261K	Buy	+7,110	New	+$257K	﹤0.01%	1599
2023 Q2	–	Sell	-15,695	Closed	-$629K	–	1909
2023 Q1	$629K	Buy	15,695 +5,733	+58%	+$232K	0.01%	1007
2022 Q4	$418K	Buy	+9,962	New	+$389K	0.01%	1177

Other funds holding FE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return